Unclaimed Profile

Martha Stubblefield Mason

TAYLOR SECURITIES, INC.·BRENTWOOD, Tennessee

SIE, Series 6, Series 28, Series 63, Series 99TOClean record22 years registeredTAYLOR SECURITIES, INC.

100 WINNERS CIRCLE, BRENTWOOD, TN 37027CRD# 2468950Firm CRD# 17575

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Martha Stubblefield Mason · BRENTWOOD, TN

Registration

CRD #2468950 · TAYLOR SECURITIES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

May 2025 – present

TAYLOR SECURITIES, INC.

Feb 2004 – Apr 2025

BRENTWOOD, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 28

Series 63

Series 99TO

Registration record

First registered · February 20, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TAYLOR SECURITIES, INC.

CRD 17575 · SEC 801-44465

AUM

$261M

Regulatory assets under management

Employees

344 client accounts

Services offered by TAYLOR SECURITIES, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TAYLOR SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Martha Stubblefield Mason offer?

Martha Stubblefield Mason specializes in Investment Management, Fee-Only Advisory. Contact their office in BRENTWOOD, Tennessee for a consultation.

What are Martha Stubblefield Mason's credentials?

Martha Stubblefield Mason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Martha Stubblefield Mason located?

Martha Stubblefield Mason is based in BRENTWOOD, Tennessee, working with TAYLOR SECURITIES, INC.. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.

How does Martha Stubblefield Mason charge for services?

Martha Stubblefield Mason's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAYLOR SECURITIES, INC.?

TAYLOR SECURITIES, INC. has approximately 7 employees and manages $261M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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